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Localized reading guide

team-pipelinePurpose, usage and source

Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "where does my team need help".

Source retrieved:

Source repository
anthropics/knowledge-work-plugins
SKILL.md
sales/skills/team-pipeline/SKILL.md
Repository stars
34,049
Repository updated
2026-10-30
Categories
Business
Last collected

License: License file needs review

Source SKILL.md

Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.

The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.

What this Skill does

Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "where does my team need help".

How the upstream workflow works

Step 1 - Ground

Check which tools are connected (plus any org facts the user or the project instructions already gave). Ground stage mapping, forecast category definitions, the coverage ratio target, and the quota source from the live crm schema and org context (inferred from what is connected or uploaded; if the answer depends on a fact no one has given, ask ONE question, use the answer for this conversation and suggest adding it to the project instructions; otherwise use a clearly labeled default and continue). If quotas aren't visible anywhere, ask once and remember for the session.

Upstream passage · L35 ↗

Step 2 - Resolve team membership

From the CRM: active users reporting to the leader (manager hierarchy, role hierarchy, or the provided list - whichever the org's schema actually models).

Upstream passage · L42 ↗

Step 3 - Pull team opportunities

Team opps closing this period (account, owner, stage, forecast category, amount, close date, next step, last activity, created date), plus closed-won this period per rep.

Upstream passage · L48 ↗
Upstream passage · ↗
tiers:
  files-only:   full rollup from an uploaded team pipeline export +
                stated quotas
  read-only:    live crm hierarchy + opps + chat context
  gated-writes: none - hygiene fixes hand off to update-opportunity;
                Monday questions post to chat when the user asks

Requirements and setup

No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.

Limits and quality checks

No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.

Start with a safe trial

  1. Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
  2. Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
  3. Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
  4. Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.

Skill format and directory specification ↗

Read further in the source

Translation and scope

This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.

This introduction refers to the pinned version below; current repository activity and collection time are shown separately.

Source retrieved
Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d
Source SHA-256
1222a772ef30af90019f046ee8ae829a5ca219ad299573e8d75501239b6f352d
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